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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,729 | $101,591+5.1% | $147,096-27.4% | $74,429+43.4% |
| Participation rate | 34.0% | 75.5%-41.6pp | 82.2%-48.2pp | 67.2%-33.3pp |
| Annual return | 23.28% | 8746.45%-8723.2pp | 419.75%-396.5pp | 1368.38%-1345.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,967 | $7,302-59.4% | $8,071-63.2% | $4,348-31.8% |
| Admin fee / account holder | $7 | $1,750-99.6% | $13,005-99.9% | $1,944-99.7% |